Crestwood Blog

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Madison Clarke

Intercompany Transactions: Effective Strategies for Reversals and Adjustments in Acumatica 

Intercompany transactions are common in businesses with multiple branches or entities. They involve transferring goods, services, or funds between different parts of the same entity.   In Acumatica ERP, managing these transactions efficiently is crucial for accurate financial reporting and compliance. However, one of the challenges that businesses face is the difficulty in reversing intercompany entries … Read more

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Ben

Ransomware Attack Nightmare: A Real-Time Story, How To Mitigate and Recover Quickly 

In a recent incident, our client encountered a ransomware attack when their employee clicked into a phishing email and it was swiftly addressed proactively by our Cloud Services team. Ransomware attacks can be a significant threat to any organization, but with the right measures in place, they can be effectively mitigated. Here’s a real-time story … Read more

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Cloud ERP
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Robert

Business Success with Acumatica Cloud ERP: A Crestwood Associates Guide

Enterprises require robust systems that can manage complex operations while adapting to constant change. Cloud ERP solutions have emerged as vital tools in this regard, with Acumatica standing out as a leader in project accounting and distribution management. As a dedicated partner, Crestwood Associates brings a wealth of experience and a commitment to client success … Read more

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Project Management in Dynamics 365 Business Central
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Ben

Microsoft 365 Copilot and Igniting Productivity for Business Central Users 

Stay updated with the latest technological advancements Microsoft 365 Copilot is not just a strategy but a necessity for businesses aiming to thrive in competitive markets. Microsoft Dynamics 365 Business Central is at the forefront of this innovation, continually introducing enhancements that redefine operational efficiency and productivity for small and medium-sized businesses. As a trusted … Read more

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Lauren

WEBINAR (5/21) Revolutionize Your Fashion Business: Streamline Processes and Boost Satisfaction with Acumatica

Tuesday, May 21, 2024 11:00 AM – 11:45 AM (PDT) Register Here   Join Acumatica Cloud ERP for an informative webinar that dives into the unique needs of the fashion, apparel, and footwear industries. These dynamic sectors require adaptable solutions for omnichannel purchasing, returns, exchanges, and seamless integration with back-office ERP systems. Legacy systems often … Read more

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Ben

Copilot for Office 365: A Success Guide for M365 Users 

Productivity and efficiency are not just buzzwords but the cornerstone of successful business operations. Microsoft 365 users have a powerful ally in this quest for efficiency: Copilot for Office 365. Designed to create efficiency in the way we work; this intelligent tool harnesses the power of artificial intelligence to enhance productivity across the board.   What … Read more

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Microsoft Directions NA
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Stephanie

Microsoft Tech Stack and Directions North America Conference Notes 

I recently attended, for the first time, the Directions North America Conference for Microsoft Partners, held in San Diego, CA. I found it to be quite insightful into the future trajectory of Microsoft Dynamics 365 and its ecosystem. In addition, I found the Dynamics Community to be a close-knit and welcoming group. Here are a … Read more

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Business Central Wave 1 Innovation
Kayla
Kayla

Maximizing Team Collaboration with Copilot for Teams: Insights for Microsoft 365 Users 

Microsoft 365 users now have a transformative tool at their disposal—Copilot for Teams. Crestwood Associates, as your trusted technology advisor, is excited to introduce you to the capabilities of Copilot for Teams. Our goal is to ensure your team not only keeps pace with the advancements in collaboration technology but also harnesses these innovations to … Read more

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Lauren

WEBINAR (5/16): Maximizing Efficiency with Crestwood’s Collections Management for Acumatica

Thursday, May 16, 2024 1:30 PM – 2:30 PM (CDT) Register Here   Join us to learn how Crestwood’s Collections Management for Acumatica can transform your collections process, ensuring you achieve higher efficiency, improved cash flow, and reduced time spent on collections. Our Collections Management tool, exclusively designed for Acumatica users, has transformed the way … Read more

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Lauren

RECORDED WEBINAR: Streamline Your Kitting Process with our New Acumatica Add-on: Auto Kitting

Watch the Recording   Auto Kitting enhances the processing of Kits or Bundles in the distribution section.  Designed to seamlessly integrate with your operations, Auto Kitting expands upon Acumatica’s standard kitting capabilities, allowing distributors to treat kits as ready-to-ship finished goods.  This dynamic solution facilitates auto-assembly of kits during sales order fulfillment, a capability previously … Read more

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Project Management in Dynamics 365 Business Central
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Bryan

Project Management with Microsoft Dynamics 365 Business Central 

D365 BC’s project management module provides users with robust functionality, enabling them to track project progress, manage budgets, and streamline resource allocation, all in one place.  Understanding Project Management in Microsoft Dynamics 365 Business Central   D365 BC is a comprehensive business solution that covers everything from finance and sales to customer service and operations. One … Read more

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Business Central
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Bryan

Secrets of Microsoft Dynamics 365 Business Central: Top 3 Hidden Features You Should Know  

The Microsoft Dynamics 365 Business Central platform offers a multitude of features, some of which remain underutilized. Here are three such features that can substantially enhance the productivity and efficiency of those in the manufacturing sector and in managing various business resources.  Assisted Setup Wizard A standout tool in Dynamics 365 Business Central is the … Read more

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Construction ERP Software
Winston
Winston

The Best of Construction ERP Software and 6 International Builder’s Show Highlights

Crestwood Associates joined Acumatica Cloud ERP at the International Builders’ Show (IBS) in Las Vegas last month to show case the benefits of Construction ERP Software. The experience underscored our joint mission to lead innovation and deliver top-notch solutions in the construction industry. Here is a recap of the show and our six key takeaways: … Read more

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Microsoft Modern Workplace tools
Winston
Winston

How Microsoft Modern Workplace Solutions Can Reshape your Business

Staying ahead of technological trends is crucial for success. Modern workplace solutions, particularly the Microsoft Modern Workplace tools, have emerged as a leader recently, changing the way businesses operate and compete.   Embracing the Modern Workplace  The modern workplace is defined by flexibility, collaboration, and a seamless integration of technology into every aspect of business operations. … Read more

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Business Central Wave 1 Innovation
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Bryan

Embracing Innovation: Navigating the Latest Enhancements to Microsoft Dynamics 365 Business Central 

Staying ahead of the curve is imperative for modern businesses. Microsoft Dynamics 365 Business Central (BC) is leading the charge in innovation, consistently introducing enhancements that redefine how small and medium-sized businesses (SMBs) operate and thrive in competitive markets. As a trusted technology advisor committed to client success, Crestwood Associates is here to guide you … Read more

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ERP Development
Winston
Winston

Enhancing ERP Systems with Software Development: Identifying the Right Time 

The importance of an optimized ERP system cannot be overstated. ERP systems have become an integral part of managing business processes across various departments. While these systems are effective in their functionality, there comes a point when complementing them with custom software development becomes necessary for enhanced productivity and efficiency.    Understanding the Interface of ERP … Read more

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Project Accounting with Acumatica
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Lori

Acumatica Intercompany Accounting: How to Set Up and Use This Functionality 

The demand for robust, dynamic, and integrated systems for managing our businesses is undeniable. One such system is Acumatica ERP. Acumatica stands as a beacon for business managers seeking an effective and efficient solution to their operational needs.  Let’s walk through the process of setting up, and subsequently using, Intercompany Accounting in Acumatica, adding depth … Read more

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ERP Implementation strategy
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Stephanie

Mastering ERP Implementation: A Guide for Modern Businesses 

Implementing an Enterprise Resource Planning (ERP) system represents a pivotal step towards enhancing operational efficiency and achieving comprehensive data integration across an organization. This process, from the initial selection to full-scale deployment, requires meticulous planning, informed strategic decisions, and a comprehensive understanding of the organization’s specific needs. This guide outlines the essential steps to successfully … Read more

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Dynamics Business Central
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Bryan

Empower Your Business with Microsoft Dynamics Business Central  

Your interest in exploring Microsoft Dynamics Business Central as a cloud ERP solution reflects a strategic approach to enhancing business financial management and overall operational efficiency. Let’s dive deeper into the facets of Business Central and its significant impact on businesses seeking robust accounting software.  Overview of Business Central Accounting Software  Microsoft Dynamics Business Central, … Read more

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ConCurrent Add-on for Acumatica
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Shaun Garrity

How ConCurrent Enhances Concur and Acumatica’s Capabilities 

ConCurrent, our latest connector that integrates Concur, the leading expense and invoice management solution, with the comprehensive Acumatica Cloud ERP platform, is an integration designed for businesses utilizing both Concur and Acumatica, aiming to enhance financial workflows for unparalleled efficiency and clarity.  Evolving Industry Trends:   The ERP industry is witnessing a significant transformation, with businesses … Read more

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Microsoft Modern Workplace image
Winston
Winston

Essential Modern Workplace Tools for Productivity 

In the pursuit of maintaining a competitive edge, modern businesses are rapidly adopting innovative solutions that enhance productivity and efficiency. Microsoft Modern Workplace and cloud ERP solutions stand at the forefront of this transformation. The integration of these solutions is revolutionizing business operations, offering unprecedented opportunities for growth and productivity. Let’s explore the synergy between … Read more

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Robert

Best Practices for Inventory Management in Acumatica ERP: A Comprehensive Guide 

Managing inventory has become more challenging than ever. With fluctuating lead times and unforeseen logistics challenges, businesses must adapt their inventory management strategies to remain competitive and competitive. Acumatica ERP provides a variety of tools and features to help you navigate these challenges, ensuring that your business can thrive even in the face of uncertainty.  … Read more

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Nancy

How Can Tax Teams Manage Exempt Sales More Effectively?

Guest post by Gail Cole, Avalara This blog was originally published to the Avalara Tax Desk on January 26, 2024. Collecting, validating, storing, and renewing exemption certificates is a pain in the proverbial for many tax and finance departments. Yet some tax teams have reduced if not eliminated the burden of exempt transactions. What’s their … Read more

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Heather

Seamless Transition: Steps for Migrating from Solomon to a New Cloud-Based ERP

In our previous blogs, we discussed the urgency of transitioning from Microsoft Dynamics SL (Solomon) and the importance of selecting the right cloud-based ERP system. Now, it’s time to get down to the nitty-gritty details of making the transition as smooth as possible. This blog will guide you through the practical steps for migrating from … Read more

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